According to last week’s poll, a significant proportion of clients find that the investment products they are offered by their wealth manager are ill-suited to their needs. What do you think is their most common cause for complaint?
Are advisors more inclined to move from tier 1 firms to medium sized firms than before the financial crisis?
Are bonuses at your private bank, wealth/fund management firm going to be higher for 2005 than in 2004?
Are private bankers increasingly moving into the "star" status as their colleagues in investment banking, fund management and hedge funds?
Are private client stockbrokers increasingly being squeezed by competition from full-service wealth management firms?
News and Features
Comment and Analysis
Zürcher Kantonalbank, the biggest Swiss cantonal bank, expects to pay a fine to US authorities as part of a deferred prosecution agreement for its alleged role in helping US citizens evade taxes, media reports said.
24 May 2013
Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.
20 March 2013
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
4 April 2013
The period between 2008 and 2012 saw an uptick in risk reviewing business at New York’s Rothstein Kass Family Offices Group, says partner Evan Jehle.
9 April 2013
Building functionality into a family’s business affairs involves defining each person’s role but it’s never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.
8 April 2013
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
25 March 2013